Practice Protect Resource Library

Keeping track of expenses, client transactions, receipts, and invoices is taxing in a dynamic market and fast-moving business climate. Having to stay on top of managing expenses, accountants and bookkeepers face this mounting challenge daily. As firms and businesses scale, the complexities of expense management grow bigger, which often leads to financial discrepancies and the likelihood […] Read more

The software accountants use can make, or break, their firm, and one of the heavy lifters in this space is the E-signature software. This software is helping to power many firms through simplifying and improving the way they handle contracts, tax documents, and, well, all manner of documents throughout the firm. Thanks to our latest […] Read more

In today’s fast-paced digital world, choosing the right accounting software for your firm is a strategic decision that can significantly impact productivity, and client satisfaction, and enhance your cybersecurity.   With cyber threats on the rise, it’s essential for accounting firms to focus not just on efficiency, but also security when picking software for their […] Read more

When it comes to accounting firms, they come in all shapes and sizes, so it can be kind of hard to understand what a standard accounting firm looks like.   There is no doubt that COVID-19 (yes, we still talk about it many years later) impacted accounting firms and shifted the way they do business. We […] Read more

The long-awaited latest edition of the Accounting Report is finally here!   The accounting industry is growing, with an anticipated 130,000+ growth every year in the US alone. However, what’s often overlooked is the pivotal role technology plays in powering, and improving the efficiency of accounting firms, as well as how it affects the clients’ experience […] Read more

In today’s increasingly digital landscape, financial data has become a prime target for cyberattacks. As gatekeepers of sensitive financial information, bookkeepers are not only responsible for managing numbers but also for ensuring robust cybersecurity measures to protect their clients. Data breaches can lead to severe consequences, including identity theft and reputational harm. This post explores how bookkeepers can safeguard client data through encryption, multi-factor authentication, secure cloud storage, and compliance with data protection laws. Discover how cybersecurity is evolving as a key pillar in the bookkeeping industry and why it has become a competitive advantage for firms. Read more